The checklist opens with the file
The office's default template for that kind of file is applied. Agents see what is missing and when it is due, and submit the file when it is ready.
Transaction management
Transaction management software for small brokerages.
Every file gets the office's checklist when it opens. Agents upload to it, the broker reviews it, and the commission is calculated from the same file. Built for brokerages where one broker signs off on every deal.
The file
Everything about a deal, on the file.
Dates, money, the checklist, and the broker's controls on one page. The file also lists documents, parties, and activity.
Transaction file F-1042: dates from listed to close, the commission on the file, a compliance checklist with approved, submitted, in review, missing, and waived items, and broker controls to assign a coordinator and approve or send back the file.
How a file moves
From contract to the agent's statement.
The broker reviews it
The review queue shows what is waiting, what is late, and what can close. Approve an item from the row, or send the file back with a note.
The commission comes off the file
Calculated against the agent's plan and cap, approved, then put on the agent's statement. Co-agent splits are supported.
Beyond the file
The file is connected to the rest of the office.
A transaction tool on its own leaves the office copying deals into a commission spreadsheet and the books. In Apsidra the file links back to the agent's contact and forward to the commission, the statement, and the ledger.
E-signature envelopes are filed to the transaction. Agents get a seller net sheet and a buyer estimate for the conversation at the kitchen table.
Fit
Who it is for, and who it is not for yet.
A good fit
- A brokerage where the designated broker reviews every file
- Agents or a coordinator who work the checklist
- An office that wants commissions calculated from the file, not a spreadsheet
- An office ready to set up one location first
Not a fit yet
If you only want e-signature and nothing else. Apsidra is the whole office system.
If you need MLS search on your public site today. It is not a live Apsidra feature.
Pricing
A monthly number for the office.
Apsidra is quoted as a monthly number for the office, after a walkthrough. The number covers setup and running it. MLS fees stay yours. Setup and support happen online, so the office can be in any state.
Questions
Questions brokers ask.
What does transaction management cover in Apsidra?
The file from listing or contract to close: the checklist, documents uploaded to it, key dates, parties, activity, broker review, and e-signature filed to the transaction. Pipeline, open files, active listings, and closed history sit together.
Is it built for a small brokerage?
Yes. It is built for small and mid-size brokerages, where one designated broker reviews files and a coordinator or the agents work the checklist. One office is set up first.
Where do checklists come from?
From the office's default template for that kind of file. When a file opens, the template is applied. Checklists can be state-specific.
Does the commission live on the file?
Yes. The commission is calculated against the agent's plan and cap, approved, and then goes onto the agent's statement, so the file and the statement show the same numbers.
Can our existing transaction history come over?
If the office has transaction history in another system, it can come over during setup. Nothing old is turned off until your office has checked the new one against it.
Walk a file through it.
Bring a recent deal and how it moved through the office. We show the same file in Apsidra.